show Constituent Lookupid and Revenue Lookupid fields in Blackbaud Merchant Services (BBMS)

this will make it much easier to tie BBCRM and BBMS together. This will be helpful for Treasury when they look up an individual transaction. It will also be helpful when comparing a spreadsheet of BBMS data to BBCRM.

 

Also make BBMS transactions searchable by Constituent Lookupid and Revenue Lookupid.

  • Christine Griffin
  • Jun 9 2016
  • Reviewed: Voting Open
Blackbaud CRM / Payments
Organization Name (Please enter full organization name) The Nature Conservancy
Reported Version 4.0
  • Attach files
  • Vicki Goodwin commented
    22 May 21:16

    We are going to open a new idea for the BBMS transaction ID to pulled into CRM. This would be easier for us to query for and we could include it on the GL files we send to our Finance area.

    Attachments Open full size

Related ideas